Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 11,235 shares of SCHV stock, worth $294,694. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,235

Previous 12,868 12.69%

Holding current value

$294,694

Previous $953,000 5.35%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$73.43 - $80.37 $119,911 - $131,244	-1,633 Reduced 12.69%	11,235 $902,000
Q2 2024 Jul 24, 2024	SELL	$71.74 - $75.86 $35,798 - $37,854	-499 Reduced 3.73%	12,868 $953,000
Q1 2024 May 10, 2024	SELL	$68.82 - $75.98 $140,392 - $154,999	-2,040 Reduced 13.24%	13,367 $1.02 Million
Q4 2023 Jan 31, 2024	SELL	$61.16 - $70.24 $418,701 - $480,863	-6,846 Reduced 30.76%	15,407 $1.08 Million
Q3 2023 Nov 01, 2023	SELL	$64.45 - $69.39 $87,523 - $94,231	-1,358 Reduced 5.75%	22,253 $1.43 Million
Q2 2023 Aug 02, 2023	SELL	$63.33 - $67.21 $286,884 - $304,461	-4,530 Reduced 16.1%	23,611 $1.58 Million
Q1 2023 May 08, 2023	SELL	$62.59 - $69.3 $97,828 - $108,315	-1,563 Reduced 5.26%	28,141 $1.85 Million
Q4 2022 Jan 25, 2023	BUY	$59.13 - $69.24 $1.76 Million - $2.06 Million	29,704 New	29,704 $0

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History